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Who you'll work withA team fully accountable to you.
Senior people you can actually reach, coordinating your taxes, investments, retirement, and estate planning inside a single plan.
Tony Pacione
Managing Partner
Anthony (Tony) Pacione leads Gasima Financial as Managing Partner, bringing decades of financial services experience to the way the firm builds and coordinates client plans.
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Matt Yu
Head of Private Investments & Capital Markets
Matt directs portfolio construction and market research, drawing on more than a decade across private and public equity, debt research, and restructuring advisory.
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Tell us what you are working toward and we will show you what a coordinated plan looks like.
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